Portfolio Management

  • Duration: 10 Hours
  • Fee: 10000
  • Discount: 2000
Portfolio Management & Financial Planning
  • What Is Financial Planning
  • Necessary of Financial planning
  • Financial Goal
       A. Car Planning,
       B. Home Planning,
       C. Marriage Planning,
       D. Children Education Planning,
       E. Retirement Planning
  • Smart Investment - SEP, SIP, MIP, SWP
  • Different Investment Option
  • Tax Benefit
  • Types of Portfolio
  • Financial Planning of MS Excel
  • Compounding
  • Discounting
  • Rate Calculation
  • Rules Of 72
Trading Strategy
    Insurance
  • Term plan
  • Health Insurance
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